|
1
|
Bank of America
Charlotte,
North Carolina
|
$69.6M
|
-$28.5M
|
-765,910
|
-28%
|
|
|
2
|
|
$50.9M
|
-$4.33M
|
-116,242
|
-7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$26.7M
|
-$5.03M
|
-135,247
|
-15%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
-$114K
|
-3,052
|
-0.6%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$15.8M
|
+$4.23M
|
+113,595
|
+33%
|
|
|
6
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$15M
|
+$1.4M
|
+37,540
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
-$783K
|
-21,023
|
-5%
|
|
|
8
|
|
$11.8M
|
+$105K
|
+2,822
|
+0.8%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.4M
|
-$843K
|
-22,645
|
-6%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$8.73M
|
-$443K
|
-11,909
|
-5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.51M
|
+$1.78M
|
+47,728
|
+34%
|
|
|
12
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$6.18M
|
-$170K
|
-4,567
|
-3%
|
|
|
13
|
Executive Wealth Management
Brighton,
Michigan
|
$5.46M
|
+$203K
|
+5,455
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5M
|
-$1.06M
|
-28,570
|
-17%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.73M
|
-$421K
|
-11,318
|
-8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.15M
|
+$180K
|
+4,846
|
+4%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.11M
|
-$1.05M
|
-28,126
|
-19%
|
|
|
18
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.05M
|
+$19.3K
|
+519
|
+0.4%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$3.84M
|
+$1.01M
|
+27,042
|
+32%
|
|
|
20
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$3.59M
|
-$8.12M
|
-218,013
|
-68%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3.59M
|
-$177K
|
-4,745
|
-4%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$3.33M
|
-$67.2K
|
-1,806
|
-2%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$3.17M
|
+$950K
|
+25,515
|
+39%
|
|
|
24
|
Well Done LLC
Holland,
Michigan
|
$2.9M
|
+$469K
|
+12,600
|
+18%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.52M
|
-$2.31M
|
-62,108
|
-46%
|
|
